Mountain Capital Investment Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,971
Closed -$487K 107
2020
Q2
$487K Buy
1,971
+15
+0.8% +$3.71K 0.22% 31
2020
Q1
$394K Buy
1,956
+449
+30% +$90.4K 0.2% 28
2019
Q4
$334K Sell
1,507
-58
-4% -$12.9K 0.15% 31
2019
Q3
$363K Sell
1,565
-837
-35% -$194K 0.32% 32
2019
Q2
$500K Buy
2,402
+92
+4% +$19.2K 0.47% 23
2019
Q1
$443K Buy
2,310
+901
+64% +$173K 0.48% 20
2018
Q4
$242K Buy
1,409
+80
+6% +$13.7K 0.34% 26
2018
Q3
$275K Buy
1,329
+20
+2% +$4.14K 0.27% 29
2018
Q2
$255K Buy
+1,309
New +$255K 0.25% 34
2018
Q1
Sell
-1,081
Closed -$205K 37
2017
Q4
$205K Sell
1,081
-110
-9% -$20.9K 0.2% 33
2017
Q3
$195K Buy
1,191
+995
+508% +$163K 0.17% 33
2017
Q2
$30K Buy
+196
New +$30K 0.03% 169